string(13) "markets-macro"

Macro

September 9, 2021

Data dump – inflation

China’s stats bureau released the inflation data for August on Thursday. The headlines: The consumer price index (CPI) rose 0.8% y/y in August, down from a 1.0% y/y increase in July. The producer price index (PPI) rose 9.5% y/y in August, versus an 9.0% y/y expansion in July. The records keep on t… Username Password… Read More »

China’s stats bureau released the inflation data for August on Thursday.
The headlines:

The consumer price index (CPI) rose 0.8% y/y in August, down from a 1.0% y/y increase in July.
The producer price index (PPI) rose 9.5% y/y in August, versus an 9.0% y/y expansion in July.

The records keep on t...

sources

Bloomberg: China Factory Inflation Surge to Add Pressure to Global Prices

NBS: 国家统计局城市司高级统计师董莉娟解读2021年8月份CPI和PPI数据

September 9, 2021

It’s important to keep your promises

Protect the investor and improve the capital market, one step at a time. On Wednesday, the State Council passed the Measures for the Implementation of the Commitment System for Securities and Futures Administrative Enforcement (Draft). ICYMI: In 2019, Beijing revised the Securities Law, adding a new…

Protect the investor and improve the capital market, one step at a time.
On Wednesday, the State Council passed the Measures for the Implementation of the Commitment System for Securities and Futures Administrative Enforcement (Draft).
ICYMI: In 2019, Beijing revised the Securities Law, adding a new...

sources

Gov.cn: 李克强主持召开国务院常务会议部署在部分城市开展营商环境创新试点支持地方深化改革先行先试更大力度利企便民等

The Paper: 证券期货行政执法当事人承诺制度草案通过：保护合法权益

September 9, 2021

LKQ taps major cities for biz environment reform pilots

On Wednesday Premier Li Keqiang did what Li Keqiang does – hosted the State Council’s weekly executive meeting. The big agenda item (as usual): Business environment reform. Something new: Li flagged six cities as potential future pilot zones for business environment optimization. Li’s chosen ones ar…

On Wednesday Premier Li Keqiang did what Li Keqiang does – hosted the State Council’s weekly executive meeting.
The big agenda item (as usual): Business environment reform.
Something new: Li flagged six cities as potential future pilot zones for business environment optimization.
Li’s chosen ones ar...

sources

Gov.cn: 李克强主持召开国务院常务会议部署在部分城市开展营商环境创新试点支持地方深化改革先行先试更大力度利企便民等

September 9, 2021

Anti-996 chatter

More little bubbles of anti-996 chatter from state media: Today, People’s Daily tossed out an op-ed calling the punishing work hours in the internet industry counter-productive. The gist: The internet is all about maximizing efficiency and making our lives easier, but if that efficiency must be dri…

More little bubbles of anti-996 chatter from state media: Today, People’s Daily tossed out an op-ed calling the punishing work hours in the internet industry counter-productive.
The gist: The internet is all about maximizing efficiency and making our lives easier, but if that efficiency must be dri...

sources

Guangming Daily: “996”是互联网行业用工史上的一段弯路

September 9, 2021

Consumer association unhappy with long form videos

The China Consumer Association (CCA) is not happy with long-form video streaming companies. Today, the CCA published a commentary on unethical tactics used by video platforms to squeeze more money out of premium subscribers. They summarized the consumer complaints they received, which included: …

The China Consumer Association (CCA) is not happy with long-form video streaming companies.
Today, the CCA published a commentary on unethical tactics used by video platforms to squeeze more money out of premium subscribers.
They summarized the consumer complaints they received, which included:

...

sources

CCA: 中消协观点：少一些套路，多一些真诚视频平台VIP服务应依法合规、质价相符

September 9, 2021

More troubles for Didi

More troubles for Didi: Looks like Chengxin Youxuan, Didi’s community group buying arm, will cut its footprint from 31 provinces to 9 provinces by next week. What that means: The company has lost the cash burning game against Duoduo Maicai (Pinduoduo) and Meituan Youxuan (Meituan). Some contex…

sources

LatePost: 橙心优选将大面积收缩，日件单量降至约 600 万

September 9, 2021

Quick take | Fair competition for online ride hailing

Today, the Ministry of Transportation (MoT) issued new rules on compliance and fair competition for online ride hailing. The short version: MoT wants local authorities to crack down on unlicensed drivers and vehicles in the ride-hailing market. To inspire local regulators to get to regulatin’, MoT…

Today, the Ministry of Transportation (MoT) issued new rules on compliance and fair competition for online ride hailing.
The short version: MoT wants local authorities to crack down on unlicensed drivers and vehicles in the ride-hailing market.
To inspire local regulators to get to regulatin', MoT...

sources

MoT: 交通运输部办公厅关于维护公平竞争市场秩序加快推进网约车合规化的通知

September 9, 2021

Quick take | Another long winter for the gaming industry?

The gaming industry may be in for a long winter. Yesterday, regulators met with game giants Tencent and Netease, as well as gaming account leasing platforms, to demand they stay compliant with new regulations restricting the game time of young players. Today, Chinese gaming stocks took another blo…

The gaming industry may be in for a long winter.
Yesterday, regulators met with game giants Tencent and Netease, as well as gaming account leasing platforms, to demand they stay compliant with new regulations restricting the game time of young players.
Today, Chinese gaming stocks took another blo...

sources

Caixin: 多部委约谈腾讯、网易强化未成年人防沉迷和游戏“氪金”管控

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